LUNCH & LEARN
SECURE Act 2020
The Secure ACT of 2019 brings the second major Congressional action for tax and retirement reform in 24 months. These new laws will bring major changes to retirement planning going forward, with key changes geared towards beneficiaries of retirement plans and encouraging participation in employer-sponsored retirement plans. If you have questions about how this legislation may impact you, attend this informative workshop lead by Evergreen's Senior Financial Planner, Katie Vercio.